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Wakefield Asset Management’s Everest Group EG Stock Holding History

Wakefield Asset Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,049
Closed -$376K – 157
2023
Q1 		$376K Buy
+1,049
New +$377K 0.16% 143

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wakefield Asset Management's EG Position: Q2 2023 in Review

Wakefield Asset Management sold out of Everest Group (EG) in Q2 2023, closing a stake of 1,049 shares — an estimated $376K sold.

Wakefield Asset Management first reported a position in EG in Q1 2023 and held it in 1 quarter. The position peaked at $376K in Q1 2023. 581 funds tracked by Wall St. Rank hold EG as of Q2 2023.

  • Wakefield Asset Management reported no remaining Everest Group position as of Q2 2023 after selling out during the quarter.
  • Wakefield Asset Management sold 1,049 Everest Group shares in Q2 2023, an estimated $376K.
  • Wakefield Asset Management first reported a position in Everest Group in Q1 2023 and held it in 1 quarter.
  • Wakefield Asset Management's Everest Group position peaked at $376K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Everest Group as of Q2 2023.

Based on Wakefield Asset Management's 13F filing for Q2 2023, filed 1 Aug 2023.